Arrowroot Family Office

Retirement Planning Firm in Albemarle County, VA

Firm Info
Address: 2 Boars Head Lane Ste 110, Charlottesville, VA 22903, USA
Phone: 310.341.4774

Firm Size
Assets Under Management: $153.2 million
# of Advisors: 7
# of Clients: 639
Client to Advisor Ratio: 91:1
Average Account Size: $239,800
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management of Pooled Investment Vehicles
  • Portfolio Management for Businesses or Institutional Clients
  • Selection of Others Advisors
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pooled Investment Vehicles
  • Pension & Profit Sharing Plans

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)
  • Performance-based Fees

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Arrowroot Family Office, LLC Overview

Rhame & Gorrell Wealth Management is a fee-only registered investment advisory firm based in The Woodlands, TX. The firm has been in business since 2016 and offers investment advice only. As a fee-only firm, Rhame & Gorrell Wealth Management does not earn commissions or receive any compensation from product sales. Their only revenue comes from the fees they charge clients for their services. The firm offers a range of financial services, including financial planning and portfolio management for both individuals and small businesses. With their expertise in investment management, Rhame & Gorrell Wealth Management helps clients develop a financial plan that aligns with their goals, risk tolerance, and investment preferences. They help clients understand the risks and benefits of various investment options, and work to create a diversified portfolio that meets their unique needs. Rhame & Gorrell Wealth Management takes a personalized, client-focused approach to their work. They work closely with clients to develop investment strategies that are tailored to their individual goals and aspirations. Whether clients are saving for retirement, planning for their children's education, or seeking to build long-term wealth, Rhame & Gorrell Wealth Management is committed to helping them achieve their financial goals.

ARROWROOT FAMILY OFFICE, LLC serves a diverse range of clients, catering to individuals, high net worth individuals, pooled investment vehicles, pension or profit sharing plans, and other entities that require professional financial management and advisory services. With a strong reputation built on trust, integrity, and expertise, the firm has developed tailored solutions to fit each client's unique financial needs and objectives. The fee structures available at ARROWROOT FAMILY OFFICE, LLC are flexible and designed to suit the specific requirements of each client. Depending on the service provided, clients may choose to pay a percentage of their assets under management (AUM), an hourly rate, fixed fees, or performance-based fees. The percentage of AUM fee model is a common approach where the firm charges a percentage of the total assets that it manages, typically ranging between 0.5% and 2% depending on the asset size. The hourly fee structure is appropriate for services such as financial planning or advisory, while the fixed fee model offers a precise, budgeted cost for a specific service determined upfront. Lastly, performance-based fees are usually based on a percentage of profits generated by the portfolios managed, incentivizing ARROWROOT FAMILY OFFICE, LLC to perform at the highest caliber consistently.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure of Arrowroot Family Office, LLC, their investment minimum is not mentioned. Therefore, we cannot determine the minimum investment required by the firm from their Part 2 Brochure.

How This Office Can Help Albemarle County, VA Residents

Arrowroot Family Office provides a range of financial services to clients in Albemarle County, VA. This includes investment management, tax planning, estate planning, and philanthropic giving. Our team of experienced financial advisors works closely with clients to understand their specific needs and create a customized plan that will help them achieve their financial goals. For clients in Albemarle County, VA, there are a number of financial situations that they may be facing. These can include managing wealth through generational transitions, planning for retirement, investing in real estate, and managing the tax implications of their investments. By working with Arrowroot Family Office, clients can rest assured that they have a team of experts who can help them navigate these challenges and achieve financial success. Our goal is to provide our clients with the guidance and support they need to make informed financial decisions and achieve their long-term objectives.

Services Offered by Arrowroot Family Office, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.

Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Arrowroot Family Office, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Performance-based Fees
Subscription (Newsletter or Periodical)

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.

This Office Location

Firm location 2 Boars Head Lane Ste 110, Charlottesville, VA 22903, USA
Phone 310.341.4774
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Other Office Locations

Firm Headquarters
Firm headquarters location 4553 GLENCOE AVENUE SUITE 201, MARINA DEL REY, CA 90292, United States

This firm has no other locations.

State Registrations

Arrowroot Family Office, LLC is registered to service clients in the following states:

  • California
  • Hawaii
  • Michigan
  • New York
  • Texas
  • Virginia

Disciplinary History

Arrowroot Family Office, LLC does not have any disclosures. Please visit it's Form ADV for more details.

Updated on March 31, 2023